Term Insurance Sales specialist

About the Company:

A leading Indian fintech company that has simplified the financial journey for millions of users. It is known for its mobile app that offers a variety of financial products like mutual funds, insurance, and fixed deposits. The platform is built on a freemium model, offering zero-commission direct mutual fund investments and generating revenue from its premium advisory service, a wide range of insurance products, and other financial services. The company's focus on technology and data has allowed it to provide personalized financial solutions to a broad user base.

About the Role:

Term Insurance Sales Specialist

Responsibilities:

• Drive end-to-end sales of term insurance products, ensuring strong conversions and customer satisfaction.
• Understand customer needs, explain product features, and guide them through the decision-making process.
• Handle initial customer interactions, build trust, and address objections or concerns effectively.
• Ensure seamless handover of closed cases to the operations team for further processing.
• Consistently meet and exceed monthly sales and revenue targets.

Requirements:

• Strong communication and persuasion skills (both verbal & written).
• Ability to explain financial/insurance products clearly and convincingly.
• Customer-centric mindset with a flair for relationship building.
• Minimum 1 year of experience in Term Insurance sales.
• Basic computer and Excel skills.

Role:

Education: Any Graduate

Experience: 1-3 years in Insurance sales

Location: Gurugram

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